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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
751
Bristlecone Advisors
Washington
$237K +$223K +1,792 New
BTI
752
Blue Trust Inc
Georgia
$235K +$7.7K +62 +4%
FAIM
753
Financial Advocates Investment Management
Washington
$232K +$218K +1,754 New
NI
754
NDVR Inc
Massachusetts
$230K +$216K +1,743 New
VAG
755
VisionPoint Advisory Group
Texas
$228K +$214K +1,726 New
SSA
756
South Street Advisors
New York
$225K +$211K +1,700 New
BP
757
BBR Partners
New York
$223K +$210K +1,688 New
WF
758
Wayfinding Financial
Washington
$218K +$205K +1,648 New
MG
759
Mather Group
Illinois
$218K +$205K +1,649 New
NGA
760
Naples Global Advisors
Florida
$217K +$204K +1,643 New
IP
761
Ignite Planners
California
$217K +$204K +1,640 New
FC
762
Franchise Capital
Cayman Islands
$217K +$42.2K +340 +26%
KFI
763
Key Financial Inc
Pennsylvania
$216K – – –
BS
764
Banco Santander
Spain
$212K +$199K +1,601 New
CA
765
Commerzbank Aktiengesellschaft
Germany
$211K +$198K +1,594 New
MFA
766
Mayflower Financial Advisors
Massachusetts
$210K +$197K +1,590 New
EWA
767
Evolution Wealth Advisors
Florida
$207K +$194K +1,563 New
PCMC
768
Paragon Capital Management (Colorado)
Colorado
$206K +$194K +1,560 New
VBA
769
von Borstel & Associates
Oregon
$206K +$214K +1,721 New
FHA
770
Flagship Harbor Advisors
Massachusetts
$206K +$194K +1,558 New
FFP
771
FourThought Financial Partners
Florida
$205K +$193K +1,552 New
WSFS
772
Wilmington Savings Fund Society
Delaware
$204K -$11.8K -95 -6%
RBFC
773
Roman Butler Fullerton & Co
Missouri
$203K -$9.94K -80 -4%
FCG
774
Fielder Capital Group
Tennessee
$203K +$190K +1,533 New
NW
775
NewEdge Wealth
Pennsylvania
$202K +$210K +1,690 New
29 30
31
32 33